A wheel loader takes ore to a crusher at the MP Materials rare earth mine in Mountain Pass, California, U.S. January 30, 2020. Steve Marcus | Reuters The emergence of critical minerals as a new arena of geopolitical competition has coincided with a dizzying rally in U.S.-listed rare earths mining stocks. Despite paring gains in…
Shares of U.S.-listed companies related to the rare earth supply chain climbed on Monday as investors continued to weigh the impact of export restrictions on domestic producers. Rare earths are minerals that are essential to many aspects of modern life, particularly for the technology sector and the energy transition, as they are used in…
In an aerial view, a container ship arrives at the Port of Oakland on October 10, 2025 in Oakland, California. U.S. President Donald Trump is threatening to impose a massive increase of tariffs on Chinese imports in response to China’s announcement of new export controls on rare earths. China controls an estimated 70% of the…
Stocks were brutalized Friday in a way we haven’t seen in ages. Everything except some downtrodden consumer packaged goods stocks, led by the resurgent PepsiCo , was slaughtered. The headwinds were enormous and came from disparate places. Bond yields came down huge, something that equity markets normally greet with tremendous relief and price-to-earning multiple expansion….
The Trump administration needs to strike multiple deals with U.S. miners to secure the nation’s supply chain against China, said Mark Chalmers, CEO of Energy Fuels, a miner focused on uranium and rare earth minerals. The Pentagon decision to take an equity stake in MP Materials, the largest U.S. rare earth miner, in July and…
